See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,044 | $108,919-62.3% | $100,391-59.1% | $145,922-71.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -2.83% | 57.88%-60.7pp | 49.20%-52.0pp | 561.29%-564.1pp |
| Employer contribution / active EE | $2,311 | $4,419-47.7% | $3,942-41.4% | $4,660-50.4% |
| Participant deferral / active EE | $13,185 | $8,445+56.1% | $8,082+63.1% | $6,688+97.1% |
| Admin fee / account holder | $183 | $9,689-98.1% | $7,899-97.7% | $13,397-98.6% |